To: Joe NYC who wrote (41371 ) 5/28/2001 11:50:12 AM From: Tony Viola Read Replies (3) | Respond to Joe, I don't see much chance of Intel lowering prices on 1 -2 ways, even less likely on the 4 ways and above. The 1 -2 ways are "just" using PIIIs right now and they are plenty low already, considering the processor is only a seventh or so of the cost and probably, make it definitely, far less percentage-wise WRT all the other headaches in servers development (chipsets, mobos, multiple software compatibility, regression testing, drivers, etc., etc.). Intel based servers flat out work, year after year, for companies that have to make money or die. You don't go screwing with that willy-nilly. Also, Tualatin and blades are coming, so what wedge are OEMs going to use to lower price there, or in the whole server chip space, unless it's to use Transmeta, which doesn't have the processing power. Are they going to say "we have to have your Tualatin technology to make blades work, but oh, by the way, we want you to lower your prices on everything else". I don't think so and go pound sand. I'll sell my Tualatins elsewhere. Intel has the key to the whole server revolution that's going to happen, in Tualatin. Is AMD trying to buy Transmeta? 1 - 2 way Rack servers have a limited lifetime now as a mainstream product, and that's all AMD can get into. No wedge at all there into the OEMs.It seems to me that Intel's revenues are due for another hit.
